FRDM icon

Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

69 hedge funds and large institutions have $257M invested in Freedom 100 Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
42
Reduced
4
Closed
6
Calls
–
Puts
$4.85M
Net Calls
-$4.85M
Net Calls Change
-$4.85M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$59.9M
2
Jane Street
2
Jane Street
New York
$5.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.25M
4
OMC
4
Old Mission Capital
Illinois
$3.68M
5
TA
5
TrueWealth Advisors
Alabama
$3.3M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
SHWM
2
Silicon Hills Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$526K
4
MFG
4
Magnus Financial Group
New York
$1M
5
CFC
5
Coyle Financial Counsel
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
26
Mayport LLC
Massachusetts
$1.95M +$297K +10,090 +18%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.75M +$166K +5,632 +10%
SC
28
Stephens Consulting
Michigan
$1.59M +$873K +29,708 +122%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.44M +$12.9K +439 +0.9%
KAS
30
Kestra Advisory Services
Texas
$1.44M +$816K +27,771 +132%
1IA
31
1620 Investment Advisors
Massachusetts
$1.42M +$42.4K +1,443 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.41M +$1.41M +47,977 New
BCM
33
Brookstone Capital Management
Illinois
$1.19M +$1.19M +39,922 New
MFG
34
Magnus Financial Group
New York
$1M -$143K -4,862 -13%
3AM
35
3EDGE Asset Management
Florida
$834K +$834K +28,380 New
ICM
36
Islay Capital Management
Texas
$794K +$794K +27,004 New
WDL
37
Well Done LLC
Michigan
$763K – – –
CWA
38
Clarus Wealth Advisors
Arizona
$744K +$195K +6,786 +36%
LSA
39
Lansing Street Advisors
Pennsylvania
$694K +$80.1K +2,725 +13%
PAG
40
Private Advisor Group
New Jersey
$678K +$678K +23,069 New
LPL Financial
41
LPL Financial
California
$526K -$184K -6,250 -26%
BCI
42
Brinker Capital Investments
Pennsylvania
$514K – – –
OPS
43
Orion Portfolio Solutions
Nebraska
$514K +$514K +17,500 New
WSWA
44
Warren Street Wealth Advisors
California
$481K -$1.56K -53 -0.3%
SS
45
Simplicity Solutions
Minnesota
$421K +$421K +14,321 New
NHFG
46
New Harbor Financial Group
Massachusetts
$400K +$47K +1,600 +13%
DAS
47
Dynamic Advisor Solutions
Arizona
$391K +$391K +13,294 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$374K +$107K +3,637 +40%
SAF
49
Smith Anglin Financial
Texas
$354K +$354K +12,047 New
BAM
50
Belpointe Asset Management
Nevada
$342K +$108K +3,672 +46%
1
2
3